Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Li Lu % | George Soros % |
|---|---|---|
| APPLE INC | 0.8% | 1.5% |
Li Lu runs Himalaya Capital Management LLC ($3.57B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 1 common positions, with 7 names unique to Li Lu's book and 217 unique to George Soros's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
